7 Streets Financial, LLC is a small investment advisory firm based out of San Ramon, CA, with a strong presence in the financial industry. With a total of five dedicated employees, including two experienced investment advisors, the firm provides comprehensive financial services to a diverse clientele. With an impressive average of $40,670,000 in assets under management per investment advisor, 7 Streets Financial ensures that its clients receive personalized attention and tailored investment strategies. The firm's compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose the option that best suits their needs. Boasting over 250 individual clients and managing more than $92,000,000 in assets, 7 Streets Financial has built a solid reputation for its expertise in managing employer 401Ks and individual investments. With a wealth of experience in this space, the firm has consistently delivered excellent results and gained the trust of its clients. All assets managed by 7 Streets Financial are discretionary, enabling the firm to make informed investment decisions on behalf of their clients. The company operates out of two well-established offices, offering convenience and accessibility to its clients. Notably, Joseph Duca and Travis Lewis, two highly experienced and dedicated registered advisors, have been instrumental in the firm's success, providing valuable insights and strategic guidance. With its commitment to delivering exceptional financial services and a focus on long-term client relationships, 7 Streets Financial, LLC continues to thrive as a trusted investment advisory firm in the competitive landscape of San Ramon, CA.

Alpha Solutions Investment Advisors, based out of South San Francisco, CA, is a small investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With a single office, Alpha Solutions Investment Advisors boasts a team of four highly skilled professionals, three of whom are registered investment advisors. Together, they offer expert investment advisory services tailored to meet the unique needs and goals of their clients. With an impressive track record, Alpha Solutions Investment Advisors manages an average of $36,750,000 in assets per investment advisor. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a transparent and aligned approach with their clients. While 401K and individual accounts account for less than 30% of their assets under management, Alpha Solutions Investment Advisors possesses the expertise and capability to manage employer funds. Remarkably, 100% of the assets they oversee are discretionary, granting them the flexibility to make investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Alpha Solutions Investment Advisors proudly serves over 80 individual clients, expertly managing more than $110,243,000 in assets. The firm takes pride in its team, including two of the longest-tenured registered advisors, Anthony Sam and Robert Moses, who bring a wealth of experience and expertise to the table. With a strong focus on delivering personalized and effective financial strategies, Alpha Solutions Investment Advisors is committed to building long-term relationships with its clients and helping them achieve their financial objectives.

Roberts Wealth Advisors, LLC is a highly regarded local investment advisory firm headquartered in Menlo Park, CA, with two offices serving a diverse clientele. With a team of five dedicated professionals, Roberts Wealth Advisors offers comprehensive investment advisory services to meet the unique financial goals of their clients. The firm manages an impressive average of approximately $50,740,000 in assets per investment advisor, aligning with the industry average. Their compensation structure reflects flexibility, encompassing various approaches such as a percentage of assets under management, fixed fees, and hourly charges. Notably, all the assets managed by Roberts Wealth Advisors are discretionary, demonstrating their expertise in making independent investment decisions. Catering primarily to high-net-worth individuals, Roberts Wealth Advisors boasts a substantial client base of over ten individuals, with an impressive $253,692,000 in assets under management. The firm prides itself on providing tailored investment strategies that align with their clients' financial aspirations and risk tolerance. Roberts Wealth Advisors stands out in the industry, thanks to its team of highly experienced advisors. Among them are Suzanne Herman, Ryan Walsh, and Brian Roberts, who have served as trusted professionals at the firm for an extended period. Their collective expertise and dedication contribute to the firm's success in delivering personalized and exceptional financial guidance to their valued clients. Overall, Roberts Wealth Advisors, LLC has firmly established itself as a reputable investment advisory firm in Menlo Park, CA, offering comprehensive and client-centric financial services to help individuals achieve their long-term financial objectives.

Stewart Wealth Management, Inc., a small investment advisory firm headquartered in San Rafael, CA, provides expert financial services to its clients. With three dedicated employees, the firm specializes in investment advisory services, catering primarily to high net worth individuals. With an average of $90,520,000 in assets under management per investment advisor, Stewart Wealth Management's performance aligns with industry standards. The compensation structure at Stewart Wealth Management, Inc. is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm prides itself on its ability to manage a wide range of assets, boasting over $344,275,000 in total assets under management spread across more than 180 individual clients. Although 401K and individual accounts account for less than 30% of the firm's assets under management, Stewart Wealth Management, Inc. possesses the necessary expertise to handle employer funds as well. With an impressive 83% of assets under management being discretionary, the firm showcases its discretionary investment management capabilities. Stewart Wealth Management, Inc. distinguishes itself through its experienced team of advisors, including long-tenured professionals such as David Wolfensperger, Benjamin Stewart, and Jared Barnecut. These seasoned experts bring their extensive knowledge and industry insights to provide comprehensive financial guidance and ensure clients' financial well-being. With one office serving as their headquarters, Stewart Wealth Management, Inc. continues to deliver tailored investment strategies and personalized service to their valued clients in San Rafael and beyond.

Digit Advisors, LLC, based out of San Francisco, CA, is a renowned investment advisory firm with a strong reputation in the industry. With over 48,590 individual clients and an impressive $33,100,000 in assets under management, Digit Advisors has established itself as a trusted partner for investors seeking personalized financial guidance. As a small firm with one office, Digit Advisors focuses on providing exceptional service and tailored investment strategies to its diverse clientele. Notably, more than 80% of their assets under management are employer 401Ks or individuals, showcasing their expertise in managing retirement plans for both employers and employees. At Digit Advisors, all the assets they manage are discretionary, reflecting their commitment to making informed investment decisions on behalf of their clients. Their compensation structure includes various options such as fixed fees, ensuring transparency and aligning their interests with those of their clients. With a team of 15 dedicated professionals, Digit Advisors combines experience and expertise to deliver exceptional results. Among their esteemed staff is Daniel Kang, one of the longest tenured registered advisors, who has been with the firm since 2020. Their team's diverse skill set enables them to offer comprehensive investment advisory services that cater to the unique needs and goals of their clients. Digit Advisors, LLC, is dedicated to providing top-notch financial advice, managing investments with care, and helping clients navigate the complexities of the financial markets to achieve their long-term financial objectives.

Ensemble Capital Management, LLC, a prominent investment advisory firm headquartered in San Francisco, CA, distinguishes itself with its seasoned team of professionals and impressive track record. With a total of 16 employees, eight of whom provide investment advisory services, Ensemble Capital Management delivers exceptional financial guidance to a diverse clientele. The firm's advisors boast an average of approximately $216.5 million in assets under management per investment advisor, significantly surpassing industry standards. Ensemble Capital Management's compensation structure is designed to align the interests of the firm with those of its clients. It includes various types of fees, such as a percentage of assets under management and performance-based incentives. With over 20 individual clients and a staggering $1,410,951,000 in assets under management, the firm has established itself as a trusted partner for high-net-worth individuals seeking tailored investment solutions. As a discretionary asset manager, Ensemble Capital Management has full authority to make investment decisions on behalf of its clients. The firm takes pride in its local roots and deep ties to the San Francisco community. With a single office in the heart of the city, Ensemble Capital Management remains committed to delivering personalized service and building long-term relationships with its clients. The firm's enduring success can be attributed, in part, to the expertise and dedication of its senior advisors. Notable members of the team include Paul Perrino, Arif Karim, and Ludovic Thomasson, who have demonstrated unwavering commitment to delivering outstanding results and guiding clients through the complexities of the financial landscape. Ensemble Capital Management's client-centric approach and exceptional investment strategies make it a respected leader in the industry.

Verity Wealth Advisors, LLC, headquartered in Sausalito, CA, is a respected investment advisory firm with three offices strategically located to serve their clientele. With a team of two highly experienced and dedicated professionals, Verity Wealth Advisors specializes in providing comprehensive investment advisory services. Their exceptional expertise enables them to effectively manage a substantial average of $94,730,000 in assets under management per investment advisor, which is on par with the industry average. The compensation structure at Verity Wealth Advisors is designed to align the interests of both the firm and its clients. Their fees include a percentage of assets under management, hourly charges, and fixed fees. As a discretionary investment advisor, Verity Wealth Advisors has full authority to make investment decisions on behalf of their clients, ensuring a streamlined and efficient investment process. Catering predominantly to high net worth individuals, Verity Wealth Advisors boasts an impressive client portfolio, managing over $189,455,000 in assets for more than 10 individual clients. Among the firm's standout professionals are Robert Oliver and Ryan Beckler, two of the longest tenured registered advisors who bring a wealth of experience and insight to the organization. Verity Wealth Advisors takes pride in their commitment to providing personalized and tailored investment advice, offering their clients peace of mind as they navigate the complexities of the financial markets. With their unwavering dedication to excellence, Verity Wealth Advisors is a trusted partner for individuals seeking to grow and protect their wealth.

Relevant Wealth Advisors, LLC is a highly regarded small investment advisory firm operating out of Mill Valley, California. With one office in the picturesque town, the firm has built a strong reputation for delivering exceptional financial guidance and investment management services. Led by a team of four dedicated professionals, Relevant Wealth Advisors, LLC is committed to providing personalized solutions tailored to the unique needs and goals of each client. The firm distinguishes itself through its impressive track record in managing substantial assets. With an average of $280,110,000 in assets under management per investment advisor, Relevant Wealth Advisors, LLC consistently surpasses the industry average, reflecting their expertise and proficiency. The majority, 96%, of the assets they oversee are managed on a discretionary basis, empowering the advisors to make informed decisions aligned with their clients' best interests. At Relevant Wealth Advisors, LLC, the compensation structure is diversified, including a percentage of assets under management. This approach ensures that the firm's success is directly tied to the success of their clients' portfolios. With over a decade of operation, Relevant Wealth Advisors, LLC has established a loyal client base of more than ten individuals, entrusting them with over $560,227,000 in assets under management. The firm's longevity and commitment to excellence are exemplified by registered advisors Bruce Raabe and Justin Burt, who have been instrumental in the company's growth and have earned their place as longstanding pillars of the team. As Relevant Wealth Advisors, LLC continues to provide exemplary financial services, they strive to forge lasting partnerships with clients, assisting them in achieving their financial objectives and securing their financial future.

Lumina Financial Consultants, LLC, headquartered in Mill Valley, CA, is a prominent investment advisory firm with a local presence and three offices. With a team of six dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Each investment advisor at Lumina Financial Consultants manages an average of approximately $76,580,000 in assets under management, which falls within the industry average. Their compensation structure encompasses various models, including a percentage of assets under management and performance-based fees. With a robust portfolio, Lumina Financial Consultants serves over 20 individual clients, skillfully overseeing more than $132,172,000 in assets under management. While the firm predominantly manages assets for high-net-worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. An impressive 98% of the assets entrusted to Lumina Financial Consultants are under their discretionary management. This high level of trust reflects the firm's strong reputation for delivering tailored and strategic investment solutions to meet clients' unique financial goals. Lumina Financial Consultants takes pride in its experienced team, which includes renowned advisors like Colette Kolanko, Laurie Fried, and Jean Schwarz. Their extensive tenure at the firm ensures a wealth of knowledge and expertise, further solidifying Lumina Financial Consultants as a trusted partner in the world of investment advisory services.

Consilium Wealth Management is a small investment advisory firm headquartered in San Ramon, CA, specializing in providing personalized financial solutions. With a single office, the firm boasts a team of eight highly skilled professionals, three of whom offer expert investment advisory services. With an impressive average of approximately $192,430,000 in assets under management per investment advisor, Consilium Wealth Management surpasses the industry average, reflecting their expertise and ability to deliver exceptional results. Their compensation structure comprises various types, including a percentage of assets under management, ensuring alignment with client goals and interests. Distinguished by their commitment to discretion and personalized service, Consilium Wealth Management primarily manages assets for high net worth individuals. Their clientele includes over 40 individual clients, whose combined assets under management exceed an impressive $577,291,000. The firm's success is a testament to their ability to navigate complex financial landscapes and deliver tailored strategies that meet the unique needs of their esteemed clients. The longevity and experience of several key advisors at Consilium Wealth Management further solidify the firm's reputation. Among these advisors are Justin Patellaro, Tracy Jao, and John Seo, whose extensive tenures contribute to the firm's stability and expertise. In summary, Consilium Wealth Management, headquartered in San Ramon, CA, is a distinguished investment advisory firm. With a focus on high net worth individuals, their team of experienced professionals delivers exceptional results, managing substantial assets while upholding the highest standards of discretion and personalized service.

Vantage Wealth Management, LLC, based out of San Mateo, CA, is a reputable investment advisory firm catering to the financial needs of individuals and businesses. With a dedicated team of 9 skilled professionals, including 7 investment advisors, they offer expert guidance in managing clients' wealth. On average, each investment advisor oversees around $127,570,000 in assets under management, aligning with industry standards. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their client base consists of over 480 individuals, with a substantial asset under management portfolio exceeding $545,988,000. Vantage Wealth Management focuses primarily on high net worth individuals, while also possessing the ability to manage employer funds, although 401K and individual accounts represent a minority share of their total assets under management. With a commitment to providing comprehensive financial solutions, Vantage Wealth Management extends its services beyond investment advisory, including acting as an insurance broker or agent. As a local firm, they pride themselves on their community presence and deep-rooted relationships with clients. Within their team of advisors, Vantage Wealth Management boasts seasoned professionals, such as Brandy Navarro, Mitone Griffiths, and David Fernelius, who have demonstrated long-standing commitment and expertise. Their office in San Mateo serves as a hub for delivering personalized and strategic financial advice to clients, ensuring their financial goals are met with confidence and success.